How many institutions own DIAL stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own DIAL shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Columbia Diversified Fixed Income Allocation ETF stock?

HARBOUR INVESTMENTS, INC., in the last quarter, reduced its stake in DIAL by -28.22% restricting it's holding to 763 shares of worth nearly $13.86K. AMERIPRISE FINANCIAL INC also lessened -0.07% of the DIAL shares from its portfolio, reducing its holding to 6.25 million shares of worth $113.52M. BANK OF AMERICA CORP /DE/ also shunned DIAL shares holding by -25.21% last quarter which brought its holding to 922.61 thousand shares worth $16.76M.

Investors who are buying DIAL stock?

As per its latest 13F filing, COLONY GROUP, LLC increased its stake in DIAL by 2.19% in the last quarter. The institutional holder raised its holding to 34.56 thousand shares having worth more than $628.02K. WELLS FARGO & COMPANY/MN also added 4.33% more shares of DIAL to its portfolio, raising its holding to 829.61 thousand shares of worth $15.07M. UBS GROUP AG also increased its DIAL shares holding by 6.04% which brought its holding to 685.84 thousand shares worth $12.46M.

DIAL's major insiders: who are they?

The insider with the most stakes in DIAL is Stone Mark , director at the company. Additionally, DIAL stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell DIAL stock?

Company executives, directors, and other insiders own N/A percent of Columbia Diversified Fixed Income Allocation ETF's stock. Within the last six months, there have been 0 transaction(s) in which DIAL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include STONE MARK.

Which insider recently purchased DIAL stock?

There have been 0 transaction(s) during the past 6-months in which Columbia Diversified Fixed Income Allocation ETF insiders have bought stock, totalling 0 shares

How much of DIAL does insiders own?

Around 0 Columbia Diversified Fixed Income Allocation ETF shares are held by insiders, which represents about N/A of DIAL stock.

Who is the insider with the largest stake?

DIAL director, Stone Mark holds the largest portfolio of the company's shares. DIAL shares owned by Stone total nearly 17.14 million.

Which institution holds the most shares in DIAL?

COLONY GROUP, LLC is the largest institutional owner in DIAL which holds 34.56 thousand shares worth $628.02K or 0.14% of the total DIAL shares outstanding followed by HARBOUR INVESTMENTS, INC. with ownership of 763 shares representing 0% of the DIAL ownership. AMERIPRISE FINANCIAL INC is the third largest stakeholder with 6.25 million shares or 25.52% of the ownership worth more than $113.52M.

Is Columbia Diversified Fixed Income Allocation ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the DIAL is concerned, it is a stock which is not optionable.

Is there a short position on DIAL's shares?

Number of DIAL shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding DIAL shares are there?

As of today, null shares of DIAL are outstanding.

Is there many float in DIAL stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, DIAL has null shares in float.

DIAL short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for DIAL is null.

Columbia Diversified Fixed Income Allocation ETF (DIAL) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. COLONY GROUP, LLC is the top corporate investor, holding 34.56K shares valued at $628.02K. A 0.14% stake in Columbia Diversified Fixed Income Allocation ETF is owned by the company. HARBOUR INVESTMENTS, INC. owns 763 shares valued at $13.86K, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	COLONY GROUP, LLC	0.14%	34.56K	628.02K	742	+2.19%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0%	763	13.86K	-300	-28.22%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	25.52%	6.25M	113.52M	-4.32K	-0.07%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.77%	922.61K	16.76M	-310.93K	-25.21%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	3.39%	829.61K	15.07M	34.4K	+4.33%
Jun 30, 2026	JANE STREET GROUP, LLC	0.16%	38.62K	701.8K	-37.05K	-48.96%
Jun 30, 2026	UBS GROUP AG	2.8%	685.84K	12.46M	39.09K	+6.04%
Jun 30, 2026	CONVERGENCE FINANCIAL, LLC	2.78%	680.63K	12.37M	12.29K	+1.84%
Jun 30, 2026	FIRST FOUNDATION ADVISORS	0.14%	35.38K	642.92K	-17.02K	-32.48%
Jun 30, 2026	BANKPLUS WEALTH MANAGEMENT LLC	0.35%	84.89K	1.54M	8.8K	+11.56%
Jun 30, 2026	NEW INSIGHT WEALTH ADVISORS	0.33%	79.84K	1.45M	-5.2K	-6.12%
Jun 30, 2026	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.28%	67.98K	1.24M	-754.96K	-91.74%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.27%	66.22K	1.2M	7.2K	+12.20%
Jun 30, 2026	OWL CREEK WEALTH PARTNERS LLC	0.01%	3.56K	64.73K	1	+0.03%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.15%	36.62K	665.31K	-6.75K	-15.57%
Jun 30, 2026	ACORN WEALTH ADVISORS, LLC	0.16%	38.38K	697.44K	-4.76K	-11.03%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	60.42K	1.1M	7.25K	+13.64%
Jun 30, 2026	GLASS JACOBSON INVESTMENT ADVISORS LLC	0%	776	14.1K	0	0
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.38%	93.34K	1.7M	4.73K	+5.34%
Jun 30, 2026	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	0.13%	32.92K	598.14K	10	+0.03%
Jun 30, 2026	LPL FINANCIAL LLC	10.04%	2.46M	44.64M	145.46K	+6.29%
Jun 30, 2026	MORGAN STANLEY	3.56%	871.4K	15.83M	-17.33K	-1.95%
Jun 30, 2026	BOREAL CAPITAL MANAGEMENT LLC	0%	0	-	-2.5K	-100.00%
Jun 30, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0%	0	-	-11.76K	-100.00%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-542	-100.00%
Jun 30, 2026	IFP ADVISORS, INC	0%	15	273	0	0
Jun 30, 2026	WPG ADVISERS, LLC	0%	84	1.53K	0	0
Jun 30, 2026	FMR LLC	0%	150	2.73K	0	0
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0%	747	13.57K	747	+100.00%
Jun 30, 2026	FIFTH THIRD BANCORP	0%	916	16.64K	0	0
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.68K	30.58K	0	0
Jun 30, 2026	SOUTHSTATE CORP	0.01%	1.81K	32.83K	-771	-29.91%
Jun 30, 2026		0.01%	3.56K	64.73K	1	+0.03%
Jun 30, 2026	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.02%	4K	72.68K	0	0
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	5.39K	97.95K	5.39K	+100.00%
Jun 30, 2026	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	0.03%	6.89K	125.16K	0	0
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.04%	10.03K	182.21K	-1.12K	-10.07%
Jun 30, 2026	JPMORGAN CHASE & CO	0.06%	13.88K	252.77K	2.53K	+22.34%
Jun 30, 2026	NORTHROCK PARTNERS, LLC	0.06%	15.4K	279.82K	0	0
Jun 30, 2026	WALKNER CONDON FINANCIAL ADVISORS LLC	0.09%	22.89K	415.6K	1.6K	+7.52%
Jun 30, 2026	MILLINGTON FINANCIAL ADVISORS, LLC	0.3%	74.23K	1.34M	5.33K	+7.73%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.14%	33.53K	609.24K	730	+2.23%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	25.91K	471K	425	+1.67%
Jun 30, 2026	HBK SORCE ADVISORY LLC	0.1%	23.69K	425.78K	0	0
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	22.29K	404.96K	-169.74K	-88.39%
Jun 30, 2026	ROYAL BANK OF CANADA	1.46%	356.84K	6.48M	121.65K	+51.72%
Jun 30, 2026	HOBART PRIVATE CAPITAL, LLC	0.98%	240.21K	4.36M	-140.92K	-36.97%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.86%	209.95K	3.81M	195.41K	+1,343.86%
Jun 30, 2026	CITADEL ADVISORS LLC	0.47%	113.88K	2.07M	-461.63K	-80.21%
Jun 30, 2026	WAVERLY ADVISORS, LLC	0.06%	14.45K	262.63K	-300	-2.03%
Jun 30, 2026	5T WEALTH, LLC	0.06%	13.49K	245.04K	2.53K	+23.14%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0%	776	14.1K	776	+100.00%
Jun 30, 2026	SYNERGY INVESTMENT MANAGEMENT, LLC	0.01%	2.54K	46.12K	0	0
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.05%	13.12K	238.38K	-669	-4.85%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.05%	11.49K	208.77K	-2.37K	-17.08%
Mar 31, 2026	BANKPLUS WEALTH MANAGEMENT LLC	0.31%	76.09K	1.38M	17.69K	+30.29%
Mar 31, 2026	JANE STREET GROUP, LLC	0.31%	75.68K	1.37M	75.68K	+100.00%
Mar 31, 2026	MILLINGTON FINANCIAL ADVISORS, LLC	0.28%	68.91K	1.26M	1.56K	+2.31%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.24%	59.02K	1.07M	12.29K	+26.30%
Mar 31, 2026	COLONY GROUP, LLC	0.14%	33.82K	611.51K	-7.17K	-17.50%
Mar 31, 2026	GLASS JACOBSON INVESTMENT ADVISORS LLC	0%	776	14.03K	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	53.16K	961.19K	18.04K	+51.37%
Mar 31, 2026	FIRST FOUNDATION ADVISORS	0.21%	52.41K	947.49K	1	0.00%
Mar 31, 2026	WALKNER CONDON FINANCIAL ADVISORS LLC	0.09%	21.29K	384.59K	3.5K	+19.68%
Mar 31, 2026	NORTHROCK PARTNERS, LLC	0.06%	15.4K	278.43K	0	0
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.18%	43.37K	784.1K	-1.4K	-3.13%
Mar 31, 2026	ACORN WEALTH ADVISORS, LLC	0.18%	43.15K	780.06K	-1.7K	-3.79%
Mar 31, 2026	HBK SORCE ADVISORY LLC	0.1%	23.69K	432.23K	0	0
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.06%	14.75K	266.75K	-1.05K	-6.64%
Mar 31, 2026	BOREAL CAPITAL MANAGEMENT LLC	0.01%	2.5K	45.2K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.68K	30.43K	0	0
Mar 31, 2026	FMR LLC	0%	150	2.71K	0	0
Mar 31, 2026	WPG ADVISERS, LLC	0%	84	1.52K	0	0
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0%	42	752	42	+100.00%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.06%	13.79K	249.29K	10	+0.07%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.06%	13.86K	250.53K	160	+1.17%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	14.54K	262.9K	750	+5.44%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	25.49K	461K	3.42K	+15.48%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.13%	32.8K	593.02K	-431	-1.30%
Mar 31, 2026	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	0.13%	32.91K	595K	5.09K	+18.29%
Mar 31, 2026	UBS GROUP AG	2.65%	646.76K	11.69M	45.37K	+7.54%
Mar 31, 2026	CONVERGENCE FINANCIAL, LLC	2.74%	668.34K	12.08M	341.79K	+104.67%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.26%	795.21K	14.38M	189.99K	+31.39%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	29.09%	6.25M	113.04M	-390.09K	-5.87%
Mar 31, 2026	PINE VALLEY INVESTMENTS LTD LIABILITY CO	3.37%	822.94K	14.88M	-624.49K	-43.14%
Mar 31, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.05%	11.76K	212.55K	0	0
Mar 31, 2026	COLLABORATIVE WEALTH MANAGMENT INC.	0%	0	-	-30.67K	-100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-8.3K	-100.00%
Mar 31, 2026	CORNERSTONE PLANNING GROUP LLC	0%	0	-	-8.63K	-100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0%	0	-	-16.24K	-100.00%
Mar 31, 2026	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	0	-	-119	-100.00%
Mar 31, 2026	IFP ADVISORS, INC	0%	15	271	0	0
Mar 31, 2026		0.01%	3.56K	64.41K	3.56K	+100.00%
Mar 31, 2026	SYNERGY INVESTMENT MANAGEMENT, LLC	0.01%	2.54K	45.89K	2.54K	+100.00%
Mar 31, 2026	SOUTHSTATE CORP	0.01%	2.58K	46.61K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	542	9.8K	542	+100.00%
Mar 31, 2026	CWM, LLC	0%	573	10.36K	0	0
Mar 31, 2026	CITADEL ADVISORS LLC	2.36%	575.5K	10.41M	575.5K	+100.00%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0%	906	16.38K	906	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0%	916	16.56K	916	+100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0%	1.06K	19.22K	0	0
Mar 31, 2026	SUNBELT SECURITIES, INC.	0%	1.17K	21.13K	5	+0.43%
Mar 31, 2026	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.02%	4K	72.32K	0	0
Mar 31, 2026	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	0.03%	6.89K	124.54K	0	0
Mar 31, 2026	5T WEALTH, LLC	0.04%	10.95K	198.01K	-34	-0.31%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.05%	11.15K	201.61K	1.09K	+10.78%
Mar 31, 2026	JPMORGAN CHASE & CO	0.05%	11.34K	203.66K	788	+7.47%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.05%	1.23M	22.3M	310.19K	+33.59%
Mar 31, 2026	LPL FINANCIAL LLC	9.47%	2.31M	41.79M	127.94K	+5.86%
Mar 31, 2026	MORGAN STANLEY	3.64%	888.73K	16.07M	-32.41K	-3.52%
Mar 31, 2026	HOBART PRIVATE CAPITAL, LLC	1.56%	381.13K	6.89M	69.02K	+22.11%
Mar 31, 2026	ROYAL BANK OF CANADA	0.96%	235.19K	4.25M	28.69K	+13.89%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.79%	192.03K	3.47M	192.03K	+100.00%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.36%	88.61K	1.6M	-3.21K	-3.49%
Mar 31, 2026	NEW INSIGHT WEALTH ADVISORS	0.35%	85.04K	1.54M	6.55K	+8.35%
Dec 31, 2025	NEW INSIGHT WEALTH ADVISORS	0.37%	78.49K	1.44M	47.99K	+157.32%
Dec 31, 2025	LPL FINANCIAL LLC	10.16%	2.18M	40.08M	939.84K	+75.57%
Dec 31, 2025	PINE VALLEY INVESTMENTS LTD LIABILITY CO	6.73%	1.45M	26.57M	131.95K	+10.03%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	35.12K	644.67K	9.61K	+37.67%
Dec 31, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.14%	30.67K	562.86K	-1.69K	-5.22%
Dec 31, 2025	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	0.13%	27.82K	510.65K	15.98K	+134.86%
Dec 31, 2025	HBK SORCE ADVISORY LLC	0.11%	23.69K	436.97K	-10.67K	-31.06%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	13.79K	253.13K	-863	-5.89%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	8.3K	152.35K	8.3K	+100.00%
Dec 31, 2025	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	0.03%	6.89K	126.43K	0	0
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	5.75K	105.51K	0	0
Dec 31, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.02%	4K	73.42K	0	0
Dec 31, 2025	SOUTHSTATE CORP	0.01%	2.58K	47.32K	-715	-21.71%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.68K	30.89K	-102	-5.71%
Dec 31, 2025	ALEXIS INVESTMENT PARTNERS, LLC	0%	0	-	-8.3K	-100.00%
Dec 31, 2025	5T WEALTH, LLC	0.05%	10.99K	201.65K	10.99K	+100.00%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.06%	13.78K	252.89K	-441	-3.10%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.07%	15.8K	290.08K	5.39K	+51.79%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.08%	16.24K	298K	16.24K	+100.00%
Dec 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.08%	17.79K	326.17K	995	+5.93%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	22.07K	405K	-2.07K	-8.57%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	33.23K	610.14K	-20.06K	-37.64%
Dec 31, 2025	COLONY GROUP, LLC	0.19%	41K	750.02K	-1.15K	-2.73%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.21%	44.77K	821.77K	-11.28K	-20.13%
Dec 31, 2025	ACORN WEALTH ADVISORS, LLC	0.21%	44.85K	823.13K	-6.66K	-12.93%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	46.73K	857.72K	3.24K	+7.44%
Dec 31, 2025	FIRST FOUNDATION ADVISORS	0.24%	52.4K	961.88K	-4.04K	-7.16%
Dec 31, 2025	BANKPLUS WEALTH MANAGEMENT LLC	0.27%	58.4K	1.07M	7.19K	+14.03%
Dec 31, 2025	CHOREO, LLC	0%	0	-	-11.77K	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-10.25K	-100.00%
Dec 31, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0%	0	-	-63	-100.00%
Dec 31, 2025	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	0%	0	-	-1.52K	-100.00%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-778	-100.00%
Dec 31, 2025	IFP ADVISORS, INC	0%	15	275	0	0
Dec 31, 2025	WPG ADVISERS, LLC	0%	84	1.54K	-97	-53.59%
Dec 31, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	119	2.18K	119	+100.00%
Dec 31, 2025	CORNERSTONE PLANNING GROUP LLC	0.04%	8.63K	159.37K	8.63K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.96%	206.5K	3.79M	37.73K	+22.35%
Dec 31, 2025	HOBART PRIVATE CAPITAL, LLC	1.45%	312.11K	5.73M	7.49K	+2.46%
Dec 31, 2025	CONVERGENCE FINANCIAL, LLC	1.52%	326.55K	5.99M	11.29K	+3.58%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.82%	605.22K	11.11M	-1.03M	-62.92%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	3.49%	749.94K	13.77M	749.94K	+100.00%
Dec 31, 2025	CWM, LLC	0%	573	11K	0	0
Dec 31, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0%	776	14.24K	-1.11K	-58.85%
Dec 31, 2025	COMERICA BANK	0%	916	16.81K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	1.06K	19.51K	0	0
Dec 31, 2025	SUNBELT SECURITIES, INC.	0.01%	1.16K	21.36K	-230	-16.50%
Dec 31, 2025	BOREAL CAPITAL MANAGEMENT LLC	0.01%	2.5K	45.89K	0	0
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.05%	10.07K	184.76K	2.24K	+28.56%
Dec 31, 2025	NORTHROCK PARTNERS, LLC	0.07%	15.4K	282.67K	0	0
Dec 31, 2025	MILLINGTON FINANCIAL ADVISORS, LLC	0.31%	67.35K	1.24M	-6.75K	-9.11%
Dec 31, 2025	MORGAN STANLEY	4.29%	921.14K	16.91M	22.7K	+2.53%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	30.9%	6.64M	121.92M	22.13K	+0.33%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.3%	923.34K	16.95M	25.62K	+2.85%
Dec 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.05%	11.76K	215.78K	0	0
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	13.7K	251.41K	-200	-1.44%
Dec 31, 2025	UBS GROUP AG	2.8%	601.39K	11.04M	-6.85K	-1.13%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.43%	91.82K	1.69M	72.63K	+378.38%
Dec 31, 2025	JPMORGAN CHASE & CO	0.05%	10.56K	193.74K	6	+0.06%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	30.64%	6.62M	122.14M	805.15K	+13.85%
Sep 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.02%	4K	73.8K	0	0
Sep 30, 2025	SOUTHSTATE CORP	0.02%	3.29K	60.76K	-1.28K	-27.97%
Sep 30, 2025	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	0.01%	1.52K	28.06K	0	0
Sep 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.05%	11.76K	216.9K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	13.9K	256.41K	-95.54K	-87.30%
Sep 30, 2025	HOBART PRIVATE CAPITAL, LLC	1.41%	304.62K	5.62M	304.62K	+100.00%
Sep 30, 2025	CONVERGENCE FINANCIAL, LLC	1.46%	315.25K	5.82M	315.25K	+100.00%
Sep 30, 2025	UBS GROUP AG	2.81%	608.24K	11.22M	4.57K	+0.76%
Sep 30, 2025	MORGAN STANLEY	4.16%	898.44K	16.58M	-18.11K	-1.98%
Sep 30, 2025	COLONY GROUP, LLC	0.2%	42.15K	777.61K	-3.71K	-8.08%
Sep 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.05%	10.77K	198.74K	10.77K	+100.00%
Sep 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	0	-	-865	-100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.15%	897.72K	16.56M	-27.16K	-2.94%
Sep 30, 2025	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	0.03%	6.89K	127.09K	0	0
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.04%	7.83K	144.46K	7.83K	+100.00%
Sep 30, 2025	ALEXIS INVESTMENT PARTNERS, LLC	0.04%	8.3K	153.14K	-3.3K	-28.45%
Sep 30, 2025	JANE STREET GROUP, LLC	0.05%	10.25K	189.15K	-25.6K	-71.40%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.05%	10.41K	192.1K	-1.4K	-11.85%
Sep 30, 2025	JPMORGAN CHASE & CO	0.05%	10.55K	194.63K	-193	-1.80%
Sep 30, 2025	REHMANN CAPITAL ADVISORY GROUP	0%	0	-	-108.39K	-100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0%	0	-	-13.84K	-100.00%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0.01%	1.39K	25.73K	1.39K	+100.00%
Sep 30, 2025	CHOREO, LLC	0.05%	11.77K	217.18K	11.77K	+100.00%
Sep 30, 2025	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	0.05%	11.85K	218.56K	11.85K	+100.00%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.07%	14.22K	262.34K	-22.62K	-61.41%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.2%	43.49K	802.42K	-2.27K	-4.95%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-3.49K	-100.00%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.07%	14.65K	270.37K	-532	-3.50%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	0	-	-600	-100.00%
Sep 30, 2025	NORTHROCK PARTNERS, LLC	0.07%	15.4K	284.13K	0	0
Sep 30, 2025	FMR LLC	0%	150	2.77K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.79K	32.93K	0	0
Sep 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.01%	1.89K	34.8K	105	+5.90%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	19.19K	354.14K	19.19K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	25.51K	471K	-41.09K	-61.70%
Sep 30, 2025	WPG ADVISERS, LLC	0%	181	3.34K	-169	-48.29%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	778	14.35K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	1.06K	19.61K	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.26%	56.05K	1.03M	-28.76K	-33.91%
Sep 30, 2025	FIRST FOUNDATION ADVISORS	0.26%	56.45K	1.04M	-3.29K	-5.51%
Sep 30, 2025	CWM, LLC	0%	573	11K	0	0
Sep 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.08%	16.79K	309.5K	910	+5.73%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	24.14K	445K	215	+0.90%
Sep 30, 2025	BANKPLUS WEALTH MANAGEMENT LLC	0.24%	51.22K	944.94K	1.72K	+3.48%
Sep 30, 2025	COMERICA BANK	0%	916	16.9K	0	0
Sep 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0%	63	1.16K	0	0
Sep 30, 2025	ACORN WEALTH ADVISORS, LLC	0.24%	51.5K	950.25K	-6.75K	-11.59%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	53.29K	976.06K	168	+0.32%
Sep 30, 2025	MILLINGTON FINANCIAL ADVISORS, LLC	0.34%	74.1K	1.36M	3.34K	+4.72%
Sep 30, 2025	HBK SORCE ADVISORY LLC	0.16%	34.36K	634.3K	-1.6K	-4.44%
Sep 30, 2025	ROYAL BANK OF CANADA	0.78%	168.78K	3.11M	-5.91K	-3.38%
Sep 30, 2025	LPL FINANCIAL LLC	5.76%	1.24M	22.94M	81.88K	+7.05%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	7.55%	1.63M	30.12M	417.21K	+34.33%
Sep 30, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.15%	32.35K	596.94K	-1.82K	-5.34%
Sep 30, 2025	NEW INSIGHT WEALTH ADVISORS	0.14%	30.5K	562.76K	1.57K	+5.42%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	5.75K	106.05K	0	0
Jun 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.01%	1.78K	32.43K	-752	-29.69%
Jun 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0%	63	1.15K	63	+100.00%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-14.39K	-100.00%
Jun 30, 2025	HRT FINANCIAL LP	0%	0	-	-11.64K	-100.00%
Jun 30, 2025	PSI ADVISORS, LLC	0%	0	-	-42	-100.00%
Jun 30, 2025	PRENTICE WEALTH MANAGEMENT LLC	0%	0	-	-19.7K	-100.00%
Jun 30, 2025	REHMANN CAPITAL ADVISORY GROUP	0.52%	108.39K	1.97M	1.26K	+1.17%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.41%	84.81K	1.54M	2.91K	+3.55%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	28.03%	5.81M	105.89M	-131.08K	-2.20%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	5.86%	1.22M	22.13M	763.73K	+169.17%
Jun 30, 2025	LPL FINANCIAL LLC	5.6%	1.16M	21.16M	104.52K	+9.89%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.46%	924.88K	16.84M	-23.31K	-2.46%
Jun 30, 2025	MORGAN STANLEY	4.42%	916.55K	16.69B	2.59K	+0.28%
Jun 30, 2025	UBS GROUP AG	2.91%	603.67K	10.99M	7.56K	+1.27%
Jun 30, 2025	ROYAL BANK OF CANADA	0.84%	174.69K	3.18M	2.62K	+1.52%
Jun 30, 2025	MILLINGTON FINANCIAL ADVISORS, LLC	0.34%	70.76K	1.28M	9.36K	+15.25%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	66.6K	1.21M	-7.48K	-10.10%
Jun 30, 2025	FIRST FOUNDATION ADVISORS	0.29%	59.74K	1.09M	18.1K	+43.47%
Jun 30, 2025	ACORN WEALTH ADVISORS, LLC	0.28%	58.26K	1.06M	-130	-0.22%
Jun 30, 2025	CITADEL ADVISORS LLC	0.28%	57.79K	1.05B	2.38K	+4.29%
Jun 30, 2025	COLONY GROUP, LLC	0.22%	45.85K	834.97K	212	+0.46%
Jun 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.06%	11.76K	214.08K	1	+0.01%
Jun 30, 2025	JPMORGAN CHASE & CO	0.05%	10.74K	195.61K	-2.39K	-18.19%
Jun 30, 2025	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	0.03%	6.89K	125.43K	842	+13.93%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	5.75K	104.67K	5.75K	+100.00%
Jun 30, 2025	SOUTHSTATE CORP	0.02%	4.57K	83.26K	-1.92K	-29.59%
Jun 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.02%	4K	72.84K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.02%	3.49K	63.53K	3.49K	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.79K	32.51K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	45.76K	833.25K	1.06K	+2.37%
Jun 30, 2025	NEW INSIGHT WEALTH ADVISORS	0.14%	28.93K	526.89K	-9.2K	-24.13%
Jun 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.08%	15.88K	288.9K	490	+3.18%
Jun 30, 2025	NORTHROCK PARTNERS, LLC	0.07%	15.4K	280.43K	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0.17%	35.85K	652.79K	-97.85K	-73.19%
Jun 30, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.16%	34.18K	622.39K	-11.65K	-25.42%
Jun 30, 2025	HBK SORCE ADVISORY LLC	0.17%	35.96K	654.8K	0	0
Jun 30, 2025	BANKPLUS WEALTH MANAGEMENT LLC	0.24%	49.49K	901.29K	10.73K	+27.66%
Jun 30, 2025	ALEXIS INVESTMENT PARTNERS, LLC	0.06%	11.6K	211.24K	-1.5K	-11.45%
Jun 30, 2025	BOREAL CAPITAL MANAGEMENT LLC	0.01%	2.5K	45.53K	2.5K	+100.00%
Jun 30, 2025	WPG ADVISERS, LLC	0%	350	6.37K	0	0
Jun 30, 2025		0%	350	6.37K	0	0
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	23.93K	436K	1.3K	+5.75%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.07%	15.19K	276.54K	-1.14K	-6.98%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.07%	15.17K	276.25K	-655	-4.14%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.07%	13.84K	251.94K	28	+0.20%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.06%	11.81K	215.1K	-1.5K	-11.27%
Jun 30, 2025	PARALLEL ADVISORS, LLC	0%	600	10.93K	0	0
Jun 30, 2025	FMR LLC	0%	150	2.73K	-16.24K	-99.08%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	53.12K	967.38K	-4.46K	-7.74%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.18%	36.84K	670.92K	-3.34K	-8.30%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	36.73K	668.87K	36.73K	+100.00%
Jun 30, 2025	COMERICA BANK	0%	916	16.68K	0	0
Jun 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	865	15.75K	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	778	14.17K	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.53%	109.44K	1.99M	99	+0.09%
Jun 30, 2025	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	0.01%	1.52K	27.7K	1.52K	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	1.06K	19.36K	0	0
Jun 30, 2025	CWM, LLC	0%	573	10K	0	0
Mar 31, 2025	PRENTICE WEALTH MANAGEMENT LLC	0.1%	19.7K	352.15K	-526.5K	-96.39%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	22.63K	405K	997	+4.61%
Mar 31, 2025	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	0.03%	6.05K	108.11K	3.22K	+113.72%
Mar 31, 2025	SOUTHSTATE CORP	0.03%	6.49K	116.1K	6.49K	+100.00%
Mar 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.06%	11.76K	210.18K	2	+0.02%
Mar 31, 2025	JPMORGAN CHASE & CO	0.07%	13.13K	234.78K	-212.77K	-94.19%
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.07%	13.31K	238.02K	13.31K	+100.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.07%	13.81K	246.87K	466	+3.49%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.07%	14.39K	257.2K	14.39K	+100.00%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.08%	16.33K	291.91K	-375	-2.25%
Mar 31, 2025	HBK SORCE ADVISORY LLC	0.18%	35.96K	642.93K	-13.99K	-28.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.23%	44.7K	799.2K	6.36K	+16.57%
Mar 31, 2025	COLONY GROUP, LLC	0.23%	45.64K	816.05K	-5.34K	-10.47%
Mar 31, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.24%	45.83K	819.4K	-3.05K	-6.24%
Mar 31, 2025	CITADEL ADVISORS LLC	0.28%	55.41K	990.7K	-31.37K	-36.15%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	57.58K	1.03M	-23.74K	-29.20%
Mar 31, 2025	ACORN WEALTH ADVISORS, LLC	0.3%	58.39K	1.04M	-7.67K	-11.62%
Mar 31, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.02%	4K	71.52K	4K	+100.00%
Mar 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.08%	15.39K	275.17K	-220	-1.41%
Mar 31, 2025	NORTHROCK PARTNERS, LLC	0.08%	15.4K	275.35K	0	0
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.08%	15.83K	282.95K	-189	-1.18%
Mar 31, 2025	UBS GROUP AG	3.06%	596.11K	10.66M	-3.19K	-0.53%
Mar 31, 2025	MORGAN STANLEY	4.7%	913.96K	16.34M	-141.41K	-13.40%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.87%	948.19K	16.95M	95.26K	+11.17%
Mar 31, 2025	FMR LLC	0.08%	16.39K	292.98K	16.24K	+10,824.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.79K	31.92K	0	0
Mar 31, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.01%	2.53K	44.4K	0	0
Mar 31, 2025	CWM, LLC	0%	573	10K	0	0
Mar 31, 2025	PARALLEL ADVISORS, LLC	0%	600	10.73K	0	0
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0%	778	13.64K	0	0
Mar 31, 2025	NEW INSIGHT WEALTH ADVISORS	0.2%	38.14K	681.89K	-14.6K	-27.69%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.21%	40.18K	718.38K	-5.65K	-12.32%
Mar 31, 2025	FIRST FOUNDATION ADVISORS	0.21%	41.64K	744.51K	-3.02K	-6.76%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.38%	74.09K	1.33M	315	+0.43%
Mar 31, 2025	LPL FINANCIAL LLC	5.43%	1.06M	18.9M	143.41K	+15.69%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	30.55%	5.95M	106.31M	-882.04K	-12.92%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.42%	81.9K	1.46M	10.16K	+14.17%
Mar 31, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	865	15.46K	194	+28.91%
Mar 31, 2025	MILLINGTON FINANCIAL ADVISORS, LLC	0.32%	61.4K	1.07M	2.03K	+3.42%
Mar 31, 2025	COMERICA BANK	0%	916	16.38K	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	1.06K	19.01K	0	0
Mar 31, 2025	REHMANN CAPITAL ADVISORY GROUP	0.55%	107.13K	1.92M	5.97K	+5.90%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.56%	109.34K	1.95M	1.59K	+1.48%
Mar 31, 2025	JANE STREET GROUP, LLC	0.69%	133.7K	2.39M	92.53K	+224.78%
Mar 31, 2025	ROYAL BANK OF CANADA	0.88%	172.07K	3.08M	3.02K	+1.79%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.32%	451.46K	8.07M	-34.27K	-7.05%
Mar 31, 2025		0.05%	10.59K	189.28K	10.59K	+100.00%
Mar 31, 2025	HRT FINANCIAL LP	0.06%	11.64K	208K	11.64K	+100.00%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.43%	96.49K	1.72M	96.49K	+100.00%
Mar 31, 2024	NEW INSIGHT WEALTH ADVISORS	0.71%	159.63K	2.84M	5.66K	+3.68%
Mar 31, 2024	TRUNORTH CAPITAL MANAGEMENT, LLC	1.21%	273.14K	4.86M	273.14K	+100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	34.47%	8.32M	147.94M	310.67K	+3.88%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0%	0	-	-70.59K	-100.00%
Mar 31, 2024	PSI ADVISORS, LLC	0%	42	747	0	0
Mar 31, 2024	COLONIAL TRUST ADVISORS	0%	66	1.17K	66	+100.00%
Mar 31, 2024	FMR LLC	0%	150	2.67K	0	0
Mar 31, 2024	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0%	250	4.45K	0	0
Mar 31, 2024	PARALLEL ADVISORS, LLC	0%	600	10.67K	0	0
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0%	778	13.83K	0	0
Mar 31, 2024	CWM, LLC	0%	961	17K	-16.05K	-94.35%
Mar 31, 2024	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.01%	1.96K	34.87K	34	+1.76%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	2.5K	44.36K	0	0
Mar 31, 2024	CITIGROUP INC	0%	0	-	-2	-100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.43%	96.57K	1.72M	-22.33K	-18.78%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.43%	97.31K	1.73M	97.31K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.48%	115.08K	2.05M	15.57K	+15.64%
Mar 31, 2024	HBK SORCE ADVISORY LLC	0.54%	121.79K	2.17M	-56.6K	-31.73%
Mar 31, 2024		0.71%	159.63K	2.84M	5.66K	+3.68%
Mar 31, 2024	PRENTICE WEALTH MANAGEMENT LLC	1.96%	442.26K	7.86M	18.4K	+4.34%
Mar 31, 2024	JANE STREET GROUP, LLC	2.32%	559.89K	9.96M	43.9K	+8.51%
Mar 31, 2024	UBS GROUP AG	2.44%	589.55K	10.48M	486.26K	+470.80%
Mar 31, 2024	LPL FINANCIAL LLC	2.6%	626.65K	11.14M	487.17K	+349.26%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.6%	627.25K	11.15M	-110.5K	-14.98%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.6%	868.51K	15.44M	34.55K	+4.14%
Mar 31, 2024	PINE VALLEY INVESTMENTS LTD LIABILITY CO	3.99%	898.29K	15.97M	309.27K	+52.51%
Mar 31, 2024	MORGAN STANLEY	4.21%	1.01M	18.04M	21.43K	+2.16%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.06%	14.24K	253.14K	-43.92K	-75.52%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.39%	88.59K	1.58M	-6.74K	-7.07%
Mar 31, 2024	PRIVATE CAPITAL MANAGEMENT LLC	0.05%	11.7K	208.07K	437	+3.88%
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.05%	12.07K	214.58K	50	+0.42%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.06%	13.26K	235.74K	127	+0.97%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.06%	15.27K	271K	-318	-2.04%
Mar 31, 2024	FINANCIAL INSIGHTS, INC.	0.06%	14.3K	254.29K	-1.86K	-11.50%
Mar 31, 2024	WALKNER CONDON FINANCIAL ADVISORS LLC	0.07%	14.98K	266.35K	-100	-0.66%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.07%	15.28K	271.76K	-51.22K	-77.02%
Mar 31, 2024	KAYDAN WEALTH MANAGEMENT, INC.	0.07%	15.91K	282.91K	15.91K	+100.00%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.01%	2.91K	51.67K	-4.37K	-60.08%
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.02%	5.33K	94.75K	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0.03%	8.37K	148.75K	8.36K	+92,855.56%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.04%	9.95K	176.93K	-3.13K	-23.95%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.05%	11.32K	201.24K	-3.26K	-22.36%
Mar 31, 2024	WEALTHPLAN PARTNERS, LLC	0.05%	11.47K	203.85K	7	+0.06%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	17.85K	317K	-941	-5.01%
Mar 31, 2024	IMPRINT WEALTH LLC	0.07%	16.7K	293.94K	-1.87K	-10.05%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.1%	22.43K	398.71K	7.82K	+53.53%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.11%	25.66K	456.2K	2.75K	+11.99%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.13%	29.16K	518.39K	-3.62K	-11.04%
Mar 31, 2024	COLONY GROUP, LLC	0.14%	31.59K	562K	-12.21K	-27.87%
Mar 31, 2024	GYL FINANCIAL SYNERGIES, LLC	0.16%	35.7K	634.68K	-43.55K	-54.96%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.18%	43.93K	781.11K	-1.74K	-3.81%
Mar 31, 2024	CITADEL ADVISORS LLC	0.21%	49.63K	882.45K	29.12K	+141.98%
Mar 31, 2024	MILLINGTON FINANCIAL ADVISORS, LLC	0.21%	47.26K	840.28K	1.5K	+3.28%
Mar 31, 2024	COLLABORATIVE WEALTH MANAGMENT INC.	0.23%	51.16K	909.7K	432	+0.85%
Mar 31, 2024	FIRST FOUNDATION ADVISORS	0.24%	55.08K	979.31K	-51.6K	-48.37%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.27%	65.84K	1.17M	-4.36K	-6.21%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.28%	63.49K	1.13M	63.49K	+100.00%
Mar 31, 2024	ACORN WEALTH ADVISORS, LLC	0.28%	64.14K	1.14M	25.35K	+65.33%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.33%	80.5K	1.43M	-9.12K	-10.18%
Mar 31, 2024	REHMANN CAPITAL ADVISORY GROUP	0.39%	88.06K	1.57M	5.6K	+6.79%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.42%	101.68K	1.81M	5.2K	+5.39%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.3%	70.59K	1.27M	70.59K	+100.00%
Dec 31, 2023	STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.	0.31%	73K	1.32M	55.35K	+313.57%
Dec 31, 2023	GYL FINANCIAL SYNERGIES, LLC	0.34%	79.24K	1.43M	-32.3K	-28.96%
Dec 31, 2023	REHMANN CAPITAL ADVISORY GROUP	0.35%	82.46K	1.49M	9.22K	+12.60%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.38%	89.63K	1.62M	-88.9K	-49.80%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	0.41%	95.32K	1.72M	-98.46K	-50.81%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.41%	96.48K	1.74M	1.93K	+2.04%
Dec 31, 2023	ROYAL BANK OF CANADA	0.43%	99.51K	1.8M	-34.44K	-25.71%
Dec 31, 2023	UBS GROUP AG	0.44%	103.28K	1.86M	43.65K	+73.18%
Dec 31, 2023	FIRST FOUNDATION ADVISORS	0.46%	106.67K	1.93M	-11.74K	-9.92%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.51%	118.9K	2.15M	-15.6K	-11.60%
Dec 31, 2023	LPL FINANCIAL LLC	0.6%	139.49K	2.52M	-172.17K	-55.24%
Dec 31, 2023	HBK SORCE ADVISORY LLC	0.77%	178.39K	3.22M	-11.63K	-6.12%
Dec 31, 2023	PRENTICE WEALTH MANAGEMENT LLC	1.82%	423.87K	7.65M	25.05K	+6.28%
Dec 31, 2023	JANE STREET GROUP, LLC	2.22%	515.99K	9.31M	40.36K	+8.48%
Dec 31, 2023	PINE VALLEY INVESTMENTS LTD LIABILITY CO	2.53%	589.02K	10.63M	79.74K	+15.66%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	3.17%	737.75K	13.32M	-13.43K	-1.79%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.58%	833.96K	15.05M	252.19K	+43.35%
Dec 31, 2023	MORGAN STANLEY	4.26%	993.01K	17.92M	263.44K	+36.11%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	34.37%	8M	144.49M	160.62K	+2.05%
Dec 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.02%	5.33K	96.19M	0	0
Dec 31, 2023	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.03%	6.36K	114.87K	4K	+169.20%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.03%	7.28K	131.39K	-908	-11.09%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.04%	9.48K	171.06K	9.48K	+100.00%
Dec 31, 2023	PRIVATE CAPITAL MANAGEMENT LLC	0.05%	11.27K	203.33K	-344	-2.96%
Dec 31, 2023	WEALTHPLAN PARTNERS, LLC	0.05%	11.46K	206.82K	78	+0.69%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.05%	11.88K	658K	11.88K	+100.00%
Dec 31, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.05%	12.02K	216.93K	0	0
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.06%	13.09K	233.04K	-989	-7.03%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.06%	13.13K	237.02K	13.13K	+100.00%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.06%	14.58K	263.13K	-1.49K	-9.25%
Dec 31, 2023	AMERITAS ADVISORY SERVICES, LLC	0.06%	14.61K	263.7K	-148.48K	-91.04%
Dec 31, 2023	WALKNER CONDON FINANCIAL ADVISORS LLC	0.06%	15.08K	272.19K	1.46K	+10.72%
Dec 31, 2023	FRAGASSO GROUP INC.	0.07%	15.35K	277.14K	15.35K	+100.00%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.07%	15.58K	281K	-857	-5.21%
Dec 31, 2023	FINANCIAL INSIGHTS, INC.	0.07%	16.16K	291.68K	-2.17K	-11.81%
Dec 31, 2023	CWM, LLC	0.07%	17.02K	307K	17.02K	+100.00%
Dec 31, 2023	IMPRINT WEALTH LLC	0.08%	18.57K	335.12K	622	+3.47%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	18.79K	339K	-1.15K	-5.77%
Dec 31, 2023	CITADEL ADVISORS LLC	0.09%	20.51K	370.21K	-73.97K	-78.29%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.1%	22.91K	413.52K	5.25K	+29.72%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.14%	32.78K	591.59K	-1K	-2.96%
Dec 31, 2023	ACORN WEALTH ADVISORS, LLC	0.17%	38.8K	700.25K	38.8K	+100.00%
Dec 31, 2023		0.19%	43.8K	791K	43.8K	+100.00%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.2%	45.67K	824.33K	-17.7K	-27.93%
Dec 31, 2023	MILLINGTON FINANCIAL ADVISORS, LLC	0.2%	45.76K	825.95K	-3.13K	-6.41%
Dec 31, 2023	COLLABORATIVE WEALTH MANAGMENT INC.	0.22%	50.73K	915.69K	2.29K	+4.74%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.25%	58.16K	1.05M	43.81K	+305.25%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.29%	66.5K	1.2M	4.83K	+7.84%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.3%	70.2K	1.27M	17.08K	+32.15%

Insiders

Among the DIAL insiders holding of N/A of the stake in company, STONE MARK, director, holds the largest shares of 17.14M. , , is the second largest DIAL insider with ownership of - shares. , , stands third with possession of - shares of that stake.

Insiders	Designation	Shares Held
STONE MARK	director	17.14M

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 31, 2012	STONE MARK	SALE	1.00	71.43K	71.43K	17.14M

Frequently Asked Questions